TxCIA recently held its 2022 Annual Conference in San Antonio, TX at the St. Anthony Hotel. The conference took place October 12-13, 2022. Registration has closed.
Conference Presentations
For sessions that featured PowerPoint decks, please click on the hyperlinked session titles below to access the presenters' slides.
TIME
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WEDNESDAY, OCTOBER 12, 2022
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2:00 - 4:30 p.m.
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Captive 101: Everything You Need to Know about Captives and Then Some
Michael Douglas - Aon
Andrew Marson - Strategic Risk Solutions (West) Inc.
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TIME
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THURSDAY, OCTOBER 13, 2022
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8:45 - 9:10 a.m.
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Welcome/Legislative Update
Jose Garza, Valero – TxCIA President
Jocelyn Dabeau - Jocelyn Dabeau Government Relations
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9:10 - 9:50 a.m.
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Recent Captive Tax Developments, Concerns, and Trends
Dan Kusaila, Crowe LLP
Bruce Wright, Eversheds Sutherland
This session has been approved for continuing education credit by the International Center for Captive Insurance Education (ICCIE). Current ACI designation students and ACI recipients are eligible to receive ICCIE credit.
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10:00 - 10:40 a.m.
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The Economic Landscape and Your Captive’s Portfolio
Scott Mildrum, Performa
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10:40 - 11:00 a.m.
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Break 1
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11:00 a.m. - noon
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Captives: A Risk Manager Perspective (no slides)
Jo Mather, Phillips 66
Blake Whaling, Southwest Airlines
Additional panelist TBA
Moderator: Julie Patel, Marsh
This session has been approved for continuing education credit by the International Center for Captive Insurance Education (ICCIE). Current ACI designation students and ACI recipients are eligible to receive ICCIE credit.
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12:00 - 1:00 p.m.
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Lunch
Keynote Speaker: Major General Angela Salinas, U.S. Marine Corps (Ret), CEO of the Girl Scouts of Southwest Texas - Slides
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1:10 - 1:50 p.m.
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Discussion with Texas Department of Insurance (no slides)
John Carter, Texas Department of Insurance
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2:00 - 2:40 p.m.
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The Everchanging Captive Landscape: Transfer Pricing and Beyond
Tom Cyr, KPMG
Enrique Martin, KPMG
Michael Atkinson, KPMG
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2:40 - 3:00 p.m.
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Break 2
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3:00 - 3:40 p.m.
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How to Rate Your Captive
Sean Stack, S&P Global Ratings
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3:50 - 4:30 p.m.
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Captive Innovation: Using Your Captive to Its Full Potential
Wes Sierk III, Risk Strategies Co., Author of Taken Captive
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4:30 - 4:40 p.m.
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Closing Remarks
Jose Garza, Valero – TxCIA President
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